Bruce believes that the key to working successfully with clients is talking to them, not just about their needs, but also their life objectives and how insurance can assist them in the achievement of their goals. Prior to joining CIBC Wood Gundy, Bruce was with a leading insurance company where he was the Director of Sales for National Accounts. In addition to his sales and management roles, he also brings experience from the actuarial side of the desk. This perspective allows him to have a deeper understanding in dealing with insurance needs. Bruce brings with him a strong analytical and mathematical background, having earned his MSc. in Mathematics from Dalhousie University.

Thomas is a proponent of wealth management and believes that the key to successful financial planning is listening to clients’ needs and life objectives with a focus on how the use of life insurance can assist them in achieving their goals. He previously worked at one of the most successful independent financial planning firms where he primarily provided estate planning and retirement solutions. In addition to his sales and client relationship experience, Thomas also worked with one of the largest insurance companies on the product service and development side allowing him to build in-depth knowledge of current and past insurance products. 

As a Senior Trust and Estate Consultant, I believe that a key component of any wealth management plan is estate planning which provides you and your family with confidence and peace of mind by protecting you, your family, your assets, and preserving your legacy. 

For complex estate and trust issues, I can draw on the expertise of my Cl BC partners, recommend external professionals and help develop solutions and coordinate communication. 

Administering an estate or trust or acting as an attorney for property is time consuming and requires knowledge of many different areas. My team and I have the expertise to execute or assist others to execute those roles effectively and efficiently, relieving the burden of administration from loved ones and allowing them to focus on what matters most. 

Patrick focuses on helping high-net-worth clients achieve their goals through comprehensive, customized Wealth Plans tailored to each client’s unique values and vision for the future. He works closely with our advisory teams and internal partners to provide an integrated wealth offering, while also working with external advisory teams to support long-term objectives, preserve family legacies, and optimize intergenerational wealth transfers.

Originally from Bedford, N.S., Patrick attended St. Francis Xavier University and began his career in 2013 at an accounting firm in Halifax. His experience includes serving high-net-worth individuals and owner-managed businesses, along with six years as Director of Finance for several locally operated franchise businesses.

A Chartered Professional Accountant (CPA, CA) since 2016, he completed the CPA In-Depth Tax Program in 2018. He lives in the Armdale area of Halifax with his family.